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Allworth Financial’s Dimensional Global Credit ETF DGCB Stock Holding History

Allworth Financial’s Portfolio DGCB Stock Details DGCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.1M Buy
386,625
+111,202
+40% +$6.07M 0.09% 143
2026
Q1 		$14.9M Buy
275,423
+150,457
+120% +$8.21M 0.06% 191
2025
Q4 		$6.78M Buy
124,966
+65,936
+112% +$3.63M 0.03% 297
2025
Q3 		$3.27M Buy
+59,030
New +$3.23M 0.01% 402

Other funds holding DGCB

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
TWC
Tencap Wealth Coaching South Jordan, Utah $315M AUM
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Allworth Financial's DGCB Position: Q2 2026 in Review

Allworth Financial increased its Dimensional Global Credit ETF (DGCB) stake by 40% in Q2 2026, buying an estimated $6.07M and bringing the position to 386,625 shares worth $21.1M. The position accounts for 0.09% of the portfolio, ranked #143.

Allworth Financial first reported a position in DGCB in Q3 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold DGCB as of Q2 2026.

  • Allworth Financial held 386,625 shares of Dimensional Global Credit ETF worth $21.1M as of Q2 2026.
  • Allworth Financial bought 111,202 Dimensional Global Credit ETF shares in Q2 2026, an estimated $6.07M.
  • Dimensional Global Credit ETF made up 0.09% of Allworth Financial's portfolio in Q2 2026, its #143 holding.
  • Allworth Financial first reported a position in Dimensional Global Credit ETF in Q3 2025 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.